FUND MANAGERS

The company traces its roots back to the nineteenth century and offers a wealth of experience and expertise. Group funds under management stand at over 19 billion and are run from 15 offices across the United Kingdom.

Grand United Order of Oddfellows Friendly Society funds are prudently managed by James Horsfall on behalf of Investec Wealth & Investment Limited.

James Horsfall

James Horsfall joined Investec Wealth & Investment Limited ( previously Rensburg Sheppards Investment Management Limited) in 1995 and is now a Senior Investment Director and portfolio manager based in the Leeds office.

James is responsible for discretionary accounts including private investors, charities, trusts and pension schemes. He is a Fellow of the Securities Institute and holds its diploma.

When becoming a policy holder, we will assign you to a branch allowing you the opportunity to apply for membership of the branch to attend meetings locally if you so wish and take a more active part in the running of the branch and, ultimately, the Society and perhaps attend our Annual Moveable Conference as a delegate at no cost to yourself and enjoy the fraternal side of the Oddfellows.

For the full definition of a qualifying policy under HMRC rules mentioned in the application, please click here

“ You do not have to be an IAS member to apply for one of our products”